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How to plan investment in mutual funds?

Posted: Thu Mar 17, 2016 1:46 am
by vasu123
For NRIs ( working on visa, not sure where will be settled due to Long GC Queue),

Indian MFs are better or USA MFs are better? Does Indian MFs gives Great Returns compare to USA MFs?

also please post some nice article or document which gives complete knowledge on MFs

How to plan investment in mutual funds?

Posted: Thu Mar 17, 2016 2:18 am
by Lakshya
vasu123;626236

also please post some nice article or document which gives complete knowledge on MFs


Yes Sir! At your service....

https://investor.vanguard.com/mutual-funds/

http://www.morningstar.com/cover/Classroom.html

How to plan investment in mutual funds?

Posted: Thu Mar 17, 2016 3:40 am
by Chakraan
I bought VGSTX,

Better late than never

How to plan investment in mutual funds?

Posted: Thu Mar 17, 2016 5:15 am
by vasu123
Chakraan;626241I bought VGSTX,

Better late than never


For how many years did you take and how much did you put.

If we leave to india after 2-3 years then can we withdraw in online and transfer that to india in online.

How to plan investment in mutual funds?

Posted: Thu Mar 17, 2016 5:51 am
by okonomi
vasu123;626248For how many years did you take and how much did you put.
If we leave to india after 2-3 years then can we withdraw in online and transfer that to india in online.

Every few years, almost like a biorhythm, the fund VGSTX (like most other funds) tanks to the negative yield. If you are leaving in a couple of years, don't sink all your money into that. Wait till The Donald is the President, and see how things go for the first half of 2017. And then go for it.
[TABLE="class: yfnc_mod_table_title1, width: 100%"]
[TR]
[TH="align: left"]Annual Total Return (%) History ()[/TH]
[TH="align: right"] [/TH]
[/TR]
[/TABLE]
[TABLE="width: 100%"]
[TR]
[TD="class: yfnc_tablehead1, align: left"]Year[/TD]
[TD="class: yfnc_tablehead1, colspan: 2"][/TD]
[TD="class: yfnc_tablehead1, width: 5%, align: right"]VGSTX[/TD]
[TD="class: yfnc_tablehead1, width: 5%, align: right"]Category[/TD]
[TD="class: yfnc_tablehead1, width: 5%, align: right"]Diff[/TD]
[/TR]
[TR]
[TD="class: yfnc_tabledata1, width: 5%, align: center"]2015[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: right"][TABLE="width: 0%"]
[TR]
[TD="bgcolor: #993333"] [/TD]
[/TR]
[/TABLE]
[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: left"][/TD]
[TD="class: yfnc_tabledata1, align: right"]-0.15[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[/TR]
[TR]
[TD="class: yfnc_tabledata1, width: 5%, align: center"]2014[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: right"][/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: left"][TABLE="width: 7%"]
[TR]
[TD="bgcolor: #666666"] [/TD]
[/TR]
[/TABLE]
[/TD]
[TD="class: yfnc_tabledata1, align: right"]7.35[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[/TR]
[TR]
[TD="class: yfnc_tabledata1, width: 5%, align: center"]2013[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: right"][/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: left"][TABLE="width: 18%"]
[TR]
[TD="bgcolor: #666666"] [/TD]
[/TR]
[/TABLE]
[/TD]
[TD="class: yfnc_tabledata1, align: right"]17.80[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[/TR]
[TR]
[TD="class: yfnc_tabledata1, width: 5%, align: center"]2012[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: right"][/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: left"][TABLE="width: 14%"]
[TR]
[TD="bgcolor: #666666"] [/TD]
[/TR]
[/TABLE]
[/TD]
[TD="class: yfnc_tabledata1, align: right"]13.79[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[/TR]
[TR]
[TD="class: yfnc_tabledata1, width: 5%, align: center"]2011[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: right"][/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: left"][TABLE="width: 1%"]
[TR]
[TD="bgcolor: #666666"] [/TD]
[/TR]
[/TABLE]
[/TD]
[TD="class: yfnc_tabledata1, align: right"]0.77[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[/TR]
[TR]
[TD="class: yfnc_tabledata1, width: 5%, align: center"]2010[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: right"][/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: left"][TABLE="width: 12%"]
[TR]
[TD="bgcolor: #666666"] [/TD]
[/TR]
[/TABLE]
[/TD]
[TD="class: yfnc_tabledata1, align: right"]11.70[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[/TR]
[TR]
[TD="class: yfnc_tabledata1, width: 5%, align: center"]2009[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: right"][/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: left"][TABLE="width: 25%"]
[TR]
[TD="bgcolor: #666666"] [/TD]
[/TR]
[/TABLE]
[/TD]
[TD="class: yfnc_tabledata1, align: right"]24.85[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[/TR]
[TR]
[TD="class: yfnc_tabledata1, width: 5%, align: center"]2008[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: right"][TABLE="width: 25%"]
[TR]
[TD="bgcolor: #993333"] [/TD]
[/TR]
[/TABLE]
[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: left"][/TD]
[TD="class: yfnc_tabledata1, align: right"]-25.10[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[/TR]
[TR]
[TD="class: yfnc_tabledata1, width: 5%, align: center"]2007[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: right"][/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: left"][TABLE="width: 7%"]
[TR]
[TD="bgcolor: #666666"] [/TD]
[/TR]
[/TABLE]
[/TD]
[TD="class: yfnc_tabledata1, align: right"]6.58[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[/TR]
[TR]
[TD="class: yfnc_tabledata1, width: 5%, align: center"]2006[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: right"][/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: left"][TABLE="width: 12%"]
[TR]
[TD="bgcolor: #666666"] [/TD]
[/TR]
[/TABLE]
[/TD]
[TD="class: yfnc_tabledata1, align: right"]11.65[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[/TR]
[TR]
[TD="class: yfnc_tabledata1, width: 5%, align: center"]2005[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: right"][/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: left"][TABLE="width: 7%"]
[TR]
[TD="bgcolor: #666666"] [/TD]
[/TR]
[/TABLE]
[/TD]
[TD="class: yfnc_tabledata1, align: right"]7.44[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[/TR]
[TR]
[TD="class: yfnc_tabledata1, width: 5%, align: center"]2004[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: right"][/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: left"][TABLE="width: 12%"]
[TR]
[TD="bgcolor: #666666"] [/TD]
[/TR]
[/TABLE]
[/TD]
[TD="class: yfnc_tabledata1, align: right"]11.60[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[/TR]
[TR]
[TD="class: yfnc_tabledata1, width: 5%, align: center"]2003[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: right"][/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: left"][TABLE="width: 23%"]
[TR]
[TD="bgcolor: #666666"] [/TD]
[/TR]
[/TABLE]
[/TD]
[TD="class: yfnc_tabledata1, align: right"]22.70[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[/TR]
[TR]
[TD="class: yfnc_tabledata1, width: 5%, align: center"]2002[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: right"][TABLE="width: 10%"]
[TR]
[TD="bgcolor: #993333"] [/TD]
[/TR]
[/TABLE]
[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: left"][/TD]
[TD="class: yfnc_tabledata1, align: right"]-9.87[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[/TR]
[TR]
[TD="class: yfnc_tabledata1, width: 5%, align: center"]2001[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: right"][/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: left"][TABLE="width: 1%"]
[TR]
[TD="bgcolor: #666666"] [/TD]
[/TR]
[/TABLE]
[/TD]
[TD="class: yfnc_tabledata1, align: right"]0.50[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[/TR]
[TR]
[TD="class: yfnc_tabledata1, width: 5%, align: center"]2000[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: right"][/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: left"][TABLE="width: 11%"]
[TR]
[TD="bgcolor: #666666"] [/TD]
[/TR]
[/TABLE]
[/TD]
[TD="class: yfnc_tabledata1, align: right"]10.96[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[/TR]
[TR]
[TD="class: yfnc_tabledata1, width: 5%, align: center"]1999[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: right"][/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: left"][TABLE="width: 7%"]
[TR]
[TD="bgcolor: #666666"] [/TD]
[/TR]
[/TABLE]
[/TD]
[TD="class: yfnc_tabledata1, align: right"]7.13[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[/TR]
[TR]
[TD="class: yfnc_tabledata1, width: 5%, align: center"]1998[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: right"][/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: left"][TABLE="width: 12%"]
[TR]
[TD="bgcolor: #666666"] [/TD]
[/TR]
[/TABLE]
[/TD]
[TD="class: yfnc_tabledata1, align: right"]12.38[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[/TR]
[TR]
[TD="class: yfnc_tabledata1, width: 5%, align: center"]1997[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: right"][/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: left"][TABLE="width: 21%"]
[TR]
[TD="bgcolor: #666666"] [/TD]
[/TR]
[/TABLE]
[/TD]
[TD="class: yfnc_tabledata1, align: right"]21.15[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[/TR]
[TR]
[TD="class: yfnc_tabledata1, width: 5%, align: center"]1996[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: right"][/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: left"][TABLE="width: 16%"]
[TR]
[TD="bgcolor: #666666"] [/TD]
[/TR]
[/TABLE]
[/TD]
[TD="class: yfnc_tabledata1, align: right"]16.11[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[/TR]
[TR]
[TD="class: yfnc_tabledata1, width: 5%, align: center"]1995[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: right"][/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: left"][TABLE="width: 29%"]
[TR]
[TD="bgcolor: #666666"] [/TD]
[/TR]
[/TABLE]
[/TD]
[TD="class: yfnc_tabledata1, align: right"]28.64[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[/TR]
[TR]
[TD="class: yfnc_tabledata1, width: 5%, align: center"]1994[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: right"][TABLE="width: 0%"]
[TR]
[TD="bgcolor: #993333"] [/TD]
[/TR]
[/TABLE]
[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: left"][/TD]
[TD="class: yfnc_tabledata1, align: right"]-0.21[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[/TR]
[TR]
[TD="class: yfnc_tabledata1, width: 5%, align: center"]1993[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: right"][/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: left"][TABLE="width: 11%"]
[TR]
[TD="bgcolor: #666666"] [/TD]
[/TR]
[/TABLE]
[/TD]
[TD="class: yfnc_tabledata1, align: right"]10.88[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[/TR]
[TR]
[TD="class: yfnc_tabledata1, width: 5%, align: center"]1992[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: right"][/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: left"][TABLE="width: 11%"]
[TR]
[TD="bgcolor: #666666"] [/TD]
[/TR]
[/TABLE]
[/TD]
[TD="class: yfnc_tabledata1, align: right"]10.51[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[/TR]
[TR]
[TD="class: yfnc_tabledata1, width: 5%, align: center"]1991[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: right"][/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: left"][TABLE="width: 24%"]
[TR]
[TD="bgcolor: #666666"] [/TD]
[/TR]
[/TABLE]
[/TD]
[TD="class: yfnc_tabledata1, align: right"]24.29[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[/TR]
[TR]
[TD="class: yfnc_tabledata1, width: 5%, align: center"]1990[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: right"][TABLE="width: 4%"]
[TR]
[TD="bgcolor: #993333"] [/TD]
[/TR]
[/TABLE]
[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: left"][/TD]
[TD="class: yfnc_tabledata1, align: right"]-3.63[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[/TR]
[TR]
[TD="class: yfnc_tabledata1, width: 5%, align: center"]1989[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: right"][/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: left"][TABLE="width: 19%"]
[TR]
[TD="bgcolor: #666666"] [/TD]
[/TR]
[/TABLE]
[/TD]
[TD="class: yfnc_tabledata1, align: right"]18.70[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[/TR]
[TR]
[TD="class: yfnc_tabledata1, width: 5%, align: center"]1988[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: right"][/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: left"][TABLE="width: 19%"]
[TR]
[TD="bgcolor: #666666"] [/TD]
[/TR]
[/TABLE]
[/TD]
[TD="class: yfnc_tabledata1, align: right"]19.04[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[/TR]
[TR]
[TD="class: yfnc_tabledata1, width: 5%, align: center"]1987[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: right"][/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: left"][TABLE="width: 2%"]
[TR]
[TD="bgcolor: #666666"] [/TD]
[/TR]
[/TABLE]
[/TD]
[TD="class: yfnc_tabledata1, align: right"]1.66[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[/TR]
[TR]
[TD="class: yfnc_tabledata1, width: 5%, align: center"]1986[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: right"][/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: left"][TABLE="width: 14%"]
[TR]
[TD="bgcolor: #666666"] [/TD]
[/TR]
[/TABLE]
[/TD]
[TD="class: yfnc_tabledata1, align: right"]13.93[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[/TR]
[TR]
[TD="class: yfnc_tabledata1, width: 5%, align: center"]1985[/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: right"][/TD]
[TD="class: yfnc_tabledata1, width: 15%, align: left"][/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[TD="class: yfnc_tabledata1, align: right"]N/A[/TD]
[/TR]
[/TABLE]

How to plan investment in mutual funds?

Posted: Thu Mar 17, 2016 8:54 am
by Chakraan
vasu123;626248For how many years did you take and how much did you put.

If we leave to india after 2-3 years then can we withdraw in online and transfer that to india in online.


I think your concept is still not clear, why don't do some study on the net?

You better stick to FD\CD at this moment before you get some clear idea how the market works.

How to plan investment in mutual funds?

Posted: Thu Mar 17, 2016 8:55 pm
by vasu123
Chakraan;626264I think your concept is still not clear, why don't do some study on the net?

You better stick to FD\CD at this moment before you get some clear idea how the market works.


ok. i am reading those on net now.

How to plan investment in mutual funds?

Posted: Sat Mar 19, 2016 12:38 am
by AbhijithS
BTW how does an Indian citizen mange their US equity investments from India? Don't you at least need an US address for your brokerage accounts?

What about filing taxes? Do we still need to file it every year in the US even if I don't redeem my mutual funds?

How to plan investment in mutual funds?

Posted: Sun Mar 20, 2016 10:59 pm
by vasu123
i heard NRI can't invest in indian Mutual Funds, is it correct? if it is right then we can do it on parents name.


Are indian Mutual Funds are best or USA Vanguard Mutual Funds?

How to plan investment in mutual funds?

Posted: Mon Mar 21, 2016 12:29 am
by AbhijithS
vasu123;626635i heard NRI can't invest in indian Mutual Funds, is it correct? if it is right then we can do it on parents name.


Are indian Mutual Funds are best or USA Vanguard Mutual Funds?

If you plan to stay back in US Vanguard else India - HDFC/Franklin/ICICI are some of the good fund houses in India.
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